Client Advisory Services (CAS) Manager
About the Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.
We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.
RRBB Accountants + Advisors, is hiring! RRBB Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Somerset, NJ; Union, NJ; Wall, NJ; Clark, NJ; and NYC, NY. Join a rapidly growing organization with a strategic vision and dynamic plan.
We are seeking a Client Advisory Services (CAS) Manager to join its growing advisory practice. In this role, you'll serve as a trusted advisor to clients, oversee multiple engagements, provide strategic accounting and financial reporting guidance, review the work of Senior Client Advisory Accountants, and collaborate with RRBB's valuation team to deliver exceptional client service and drive the continued growth of the CAS practice.
This is not a traditional outsourced accounting role. Our CAS team partners with public and private companies on complex accounting matters, SEC reporting, technical accounting, transaction support, and strategic financial advisory services.
Essential Functions
Serve as the primary relationship manager for a portfolio of public and private company clients across biotechnology, technology, manufacturing, and other corporate industries.
Lead client meetings and strategic discussions regarding financial reporting, accounting matters, operational improvements, and business objectives.
Review and oversee financial statements, reporting packages, and client deliverables prepared by Senior Client Advisory Accountants.
Prepare and review SEC reporting, including Forms 10-K, 10-Q, and other external reporting requirements.
Research and document complex accounting matters through technical accounting memorandums and provide recommendations in accordance with U.S. GAAP.
Advise clients on debt and equity transactions, financial reporting implications, and implementation of new accounting standards.
Coordinate annual audits, quarterly reviews, and communication with external auditors, legal counsel, and third-party advisors.
Oversee the Valuation team on client engagements involving transaction support, valuation matters, mergers & acquisitions, and Quality of Earnings projects.
Identify opportunities to improve reporting processes, internal controls, and operational efficiencies.
Mentor, develop, and review the work of Senior Client Advisory Accountants while fostering a collaborative team environment.
Manage multiple client engagements, budgets, and deadlines while delivering exceptional client service.
Required Qualifications
Bachelor's degree in Accounting or a related field.
CPA license required (or actively working toward CPA licensure).
7+ years of public accounting experience in audit, advisory, consulting, client advisory services (CAS), or outsourced accounting.
Strong knowledge of U.S. GAAP, financial reporting, SEC reporting (10-K, 10-Q), and technical accounting.
Experience preparing and reviewing complex accounting memorandums, financial statements, and reporting packages.
Demonstrated experience managing client relationships and serving as a trusted business advisor.
Previous experience leading, mentoring, or reviewing the work of accounting professionals.
Strong project management, communication, and organizational skills with the ability to manage multiple client engagements simultaneously.
Proficiency with CaseWare, NetSuite, QuickBooks, Xero, and Microsoft Office Suite.
Preferred Qualifications
Experience with debt and equity transactions.
Experience supporting publicly traded companies and PCAOB engagements.
Exposure to mergers & acquisitions, transaction advisory services, or Quality of Earnings (QoE) engagements.
Experience working with biotechnology, technology, manufacturing, or other corporate clients.
Please Note - Work Arrangement
This role is designated as hybrid/on-site for employees located within commuting distance of our Somerset, NJ office. Candidates who reside outside the defined commuting area may be eligible to work remotely, subject to business needs and applicable employment requirements.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.